Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q2 2017)
According to the SEC 13F filed on Aug 14, 2026, the Akre Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2017. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2017, the filing reported:
New Buys - Boston Omaha Corporation
Increases - American Tower Corporation (REI, Berkshire Hathaway Inc. New, Dollar Tree, Inc., Enstar Group, CarMax Inc, and 7 more
Reductions - None reported
Complete Exits - Dollar General Corporation, Fortive Corporation
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2017
|
AMT
American Tower Corporation (REI
|
Buy |
+111,805
|
|
Q2 2017
|
BOC
Boston Omaha Corporation
|
Buy - Position Entry |
+350,000
|
|
Q2 2017
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+6,725
|
|
Q2 2017
|
DG
Dollar General Corporation
|
Sell - Position Exit |
-1,500,000
|
|
Q2 2017
|
DLTR
Dollar Tree, Inc.
|
Buy |
+648,359
|
|
Q2 2017
|
FTV
Fortive Corporation
|
Sell - Position Exit |
-750,000
|
|
Q2 2017
|
G3075P101
Enstar Group
|
Buy |
+10,995
|
|
Q2 2017
|
KMX
CarMax Inc
|
Buy |
+13,120
|
|
Q2 2017
|
MA
Mastercard Incorporated
|
Buy |
+16,216
|
|
Q2 2017
|
MCO
Moody's Corporation
|
Buy |
+19,845
|
|
Q2 2017
|
MKL
Markel Group Inc.
|
Buy |
+2,199
|
|
Q2 2017
|
MNRO
Monro, Inc.
|
Buy |
+25,070
|
|
Q2 2017
|
ORLY
O'Reilly Automotive, Inc.
|
Buy |
+368,017
|
|
Q2 2017
|
ROP
Roper Technologies, Inc.
|
Buy |
+4,955
|
|
Q2 2017
|
VRSK
Verisk Analytics, Inc.
|
Buy |
+14,496
|